ARVEST INVESTMENTS, INC.

Q2 2026 13F-HR Holdings

Location
Lowell, AR
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
255
Total value ($000)
$826,638
Net value change ($000)
+93,272 (12.7%)
New positions
65
Sold out positions
9
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XFIV 11,824 NEW
VEA 9,060 15.7%
RSP 8,443 16.9%
GIGB 5,997 17.6%
IGV 4,070 93.0%
FRDM 4,057 NEW
GSLC 3,914 20.9%
GEM 3,832 21.3%
AMD 3,233 175.6%
VOT 3,018 24.5%
Top Reduces (Value $000, Stocks/ETFs)
IEI -11,166 -100.0%
IMVP -4,062 -100.0%
FTGC -3,221 -29.8%
EOG -1,473 -100.0%
HON -1,225 -100.0%
ATO -1,042 -100.0%
CRM -979 -100.0%
MCD -895 -63.1%
OKE -738 -37.1%
KDP -718 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type